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- Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw
Fund Overview of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw
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₹14.0 CrAUM
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₹10.92NAV
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2.05%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.50% | NA | 1.00% |
| 6 Months | 0.82% | NA | 4.64% |
| 1 Year | 2.49% | 2.49% | 8.71% |
| 2 Years | 9.96% | 4.86% | 8.38% |
| 3 Years | 15.11% | 4.80% | 7.90% |
| 5 Years | 21.43% | 3.96% | 6.75% |
| 7 Years | 33.89% | 4.26% | NA |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Asset Allocation
debt instruments
94.48%other assets or cash equivalents
5.52%Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw is one Debt mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 11 Mar 2019, the fund aims Capital appreciation & income over long term to achieve retirement goals. investments in debt & money market instruments as well as equity and equity related securities. It manages assets worth ₹14.0 crore as on Tue Mar 31, 2026. The expense ratio stands at 2.05%. Fund Manager Manager EducationAbout Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw
The portfolio allocation consists of 94.48% in debt instruments, 5.52% in other assets or cash equivalents.Managed by Harshil Suvarnkar, it has delivered a return of 2.49% in the last year, a total return since inception of 4.22%.
The latest dividend was declared on 19 Sep 2025 at 6.87% of face value.
When shortlisting investment options long-term planners often look at best sip plans depending on risk profile.
Key Metrics of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw
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Standard Deviation1.27%
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Sharpe Ratio-0.98%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bank Of India Short Term Income Fund Direct-growth  |
₹278 | 0.77% | 1.20% | 5.37% | 7.49% | 10.56% |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹278 | 0.77% | 1.20% | 5.37% | 7.49% | 10.56% |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹278 | 0.77% | 1.20% | 5.37% | 7.49% | 10.56% |
| Bank Of India Short Term Income Fund Regular-growth |
₹278 | 0.72% | 1.06% | 4.79% | 6.91% | 10.06% |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹278 | 0.72% | 1.06% | 4.79% | 6.91% | 10.06% |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹278 | 0.72% | 1.06% | 4.79% | 6.91% | 10.06% |
| Sundaram Short Duration Fund Direct-growth |
₹190 | 0.75% | 1.30% | 5.62% | 7.47% | 7.87% |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹190 | 0.75% | 1.30% | 5.62% | 7.47% | 7.87% |
| UTI Short Duration Direct-flexi Idcw |
₹2,359 | 0.80% | 1.27% | 5.43% | 7.45% | 7.51% |
| UTI Short Duration Direct-growth |
₹2,359 | 0.80% | 1.27% | 5.43% | 7.45% | 7.51% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Aditya Birla Sun Life Short Term Fund Regular-growth
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₹6,501 | 0.79% | 1.19% | 1.93% | 5.15% | 6.99% |
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Aditya Birla Sun Life Short Term Direct Fund Direct-growth
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₹6,501 | 0.84% | 1.35% | 2.25% | 5.80% | 7.67% |
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Aditya Birla Sun Life Short Term Direct Fund Direct-idcw
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₹6,501 | 0.84% | 1.35% | 2.25% | 5.80% | 7.67% |
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Aditya Birla Sun Life Short Term Fund Regular-idcw
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₹6,501 | 0.79% | 1.19% | 1.93% | 5.15% | 6.99% |
|
Aditya Birla Sun Life Short Term Fund Regular-idcw Quarterly
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₹6,501 | 0.79% | 1.19% | 1.93% | 5.15% | 6.99% |
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Aditya Birla Sun Life Short Term Direct Fund Direct-idcw Quarterly
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₹6,501 | 0.84% | 1.35% | 2.25% | 5.80% | 7.67% |
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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-growth
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₹14 | 0.62% | 0.50% | 0.82% | 2.49% | 4.80% |
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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Direct-growth
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₹14 | 0.67% | 0.75% | 1.38% | 3.50% | 5.98% |
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Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Direct-idcw
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₹14 | 0.67% | 0.75% | 1.38% | 3.50% | 5.98% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Short Term Fund-growth |
₹20,688 | ₹62.97 | 7.30% | 6.42% | 7.26% |
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹20,688 | ₹69.01 | 7.95% | 7.12% | 8.04% |
| ICICI Prudential Short Term Fund-idcw Monthly |
₹20,688 | ₹12.13 | 7.30% | 6.42% | 7.26% |
| ICICI Prudential Short Term Fund Direct Plan-idcw Monthly |
₹20,688 | ₹12.76 | 7.95% | 7.12% | 8.04% |
| Kotak Bond Short Term Fund Direct-growth |
₹15,582 | ₹59.95 | 7.52% | 6.51% | 7.52% |
| Kotak Bond Short Term Fund Regular-growth |
₹15,582 | ₹54.13 | 6.71% | 5.68% | 6.65% |
| Kotak Bond Short Term Fund Direct-idcw |
₹15,582 | ₹15.90 | 7.52% | 6.51% | 7.52% |
| Kotak Bond Short Term Fund Regular-idcw |
₹15,582 | ₹12.02 | 6.71% | 5.68% | 6.65% |
| HDFC Short Term Debt Fund-growth |
₹14,728 | ₹33.42 | 7.28% | 6.20% | 7.21% |
| HDFC Short Term Debt Fund Direct Plan-growth |
₹14,728 | ₹34.58 | 7.61% | 6.60% | 7.52% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 43.46% | ₹7.50 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 43.86% | ₹7.50 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 43.86% | ₹7.50 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 44.54% | ₹7.48 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 44.48% | ₹7.48 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 44.57% | ₹7.47 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 45.42% | ₹7.46 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 45.97% | ₹7.45 Cr |
| Central Government Loan 21563 Goi 08ap26 7.27 Fv Rs 100 | Entities | 42.95% | ₹6.00 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 17.86% | ₹3.00 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 17.86% | ₹3.00 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 17.48% | ₹2.99 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 17.48% | ₹2.99 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 18.43% | ₹2.99 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 17.81% | ₹2.98 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 17.22% | ₹2.97 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 18.10% | ₹2.97 Cr |
| 6.57 Govt. Stock 2033 05.12.2033 | Entities | 20.96% | ₹2.93 Cr |
| Reverse Repo | Unspecified | 11.38% | ₹1.97 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 8.84% | ₹1.51 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 8.84% | ₹1.51 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 8.95% | ₹1.50 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 8.93% | ₹1.50 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 8.62% | ₹1.49 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 8.84% | ₹1.49 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 9.17% | ₹1.49 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 9.03% | ₹1.48 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 8.49% | ₹1.19 Cr |
| Reverse Repo | Unspecified | 6.81% | ₹1.14 Cr |
| Reverse Repo | Unspecified | 6.63% | ₹1.12 Cr |
| Reverse Repo | Unspecified | 6.51% | ₹1.09 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 6.24% | ₹1.05 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 6.23% | ₹1.05 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 6.11% | ₹1.04 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 6.11% | ₹1.04 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 6.05% | ₹1.04 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 6.21% | ₹1.04 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 6.40% | ₹1.04 Cr |
| Government Of India 34293 Gs 06may2030 C Strips Fv Rs 100 | Entities | 6.40% | ₹1.04 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 6.29% | ₹1.03 Cr |
| Government Of India 34293 Gs 06may2030 C Strips Fv Rs 100 | Entities | 6.12% | ₹1.03 Cr |
| Hdfc Bank Limited Sr V004 8.55 Ncd 27mr29 Fvrs10lac | Financial | 7.33% | ₹1.02 Cr |
| Government Of India 34293 Gs 06may2030 C Strips Fv Rs 100 | Entities | 6.09% | ₹1.02 Cr |
| Government Of India 34293 Gs 06may2030 C Strips Fv Rs 100 | Entities | 6.23% | ₹1.02 Cr |
| Government Of India 34293 Gs 06may2030 C Strips Fv Rs 100 | Entities | 6.07% | ₹1.02 Cr |
| Government Of India 34293 Gs 06may2030 C Strips Fv Rs 100 | Entities | 7.30% | ₹1.02 Cr |
| Government Of India 34293 Gs 06may2030 C Strips Fv Rs 100 | Entities | 5.93% | ₹1.01 Cr |
| Government Of India 34293 Gs 06may2030 C Strips Fv Rs 100 | Entities | 5.93% | ₹1.01 Cr |
| Reverse Repo | Unspecified | 5.85% | ₹1.00 Cr |
| Reverse Repo | Unspecified | 5.85% | ₹1.00 Cr |
| Government Of India 34293 Gs 06may2030 C Strips Fv Rs 100 | Entities | 5.78% | ₹1.00 Cr |
| State Development Loan 36359 Raj 28ag35 7.49 Fv Rs 100 | Unspecified | 4.87% | ₹0.82 Cr |
| State Development Loan 36359 Raj 28ag35 7.49 Fv Rs 100 | Unspecified | 4.86% | ₹0.82 Cr |
| Reverse Repo | Unspecified | 4.96% | ₹0.81 Cr |
| State Development Loan 36359 Raj 28ag35 7.49 Fv Rs 100 | Unspecified | 4.73% | ₹0.81 Cr |
| State Development Loan 36359 Raj 28ag35 7.49 Fv Rs 100 | Unspecified | 4.73% | ₹0.81 Cr |
| State Development Loan 36359 Raj 28ag35 7.49 Fv Rs 100 | Unspecified | 4.95% | ₹0.80 Cr |
| State Development Loan 36359 Raj 28ag35 7.49 Fv Rs 100 | Unspecified | 4.88% | ₹0.80 Cr |
| State Development Loan 36359 Raj 28ag35 7.49 Fv Rs 100 | Unspecified | 4.78% | ₹0.80 Cr |
| State Development Loan 36359 Raj 28ag35 7.49 Fv Rs 100 | Unspecified | 5.65% | ₹0.79 Cr |
| Net Receivables | Unspecified | 3.33% | ₹0.58 Cr |
| Net Receivables | Unspecified | 3.02% | ₹0.52 Cr |
| Net Receivables | Unspecified | 3.02% | ₹0.52 Cr |
| Net Receivables | Unspecified | 2.94% | ₹0.48 Cr |
| Reverse Repo | Unspecified | 2.93% | ₹0.47 Cr |
| Reverse Repo | Unspecified | 2.93% | ₹0.41 Cr |
| Net Receivables | Unspecified | 2.28% | ₹0.38 Cr |
| Net Receivables | Unspecified | 2.33% | ₹0.38 Cr |
| Net Receivables | Unspecified | 2.58% | ₹0.36 Cr |
| Net Receivables | Unspecified | 2.14% | ₹0.36 Cr |
| Net Receivables | Unspecified | 2.06% | ₹0.34 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 1.51% | ₹0.25 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 1.51% | ₹0.25 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 1.47% | ₹0.25 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 1.51% | ₹0.25 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 1.48% | ₹0.25 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 1.48% | ₹0.25 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 1.54% | ₹0.25 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 1.56% | ₹0.25 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 1.81% | ₹0.25 Cr |
| Uttar Pradesh State Sdl 7.98 14/10/2025 | Unspecified | 1.38% | ₹0.24 Cr |
| Uttar Pradesh State Sdl 7.98 14/10/2025 | Unspecified | 1.39% | ₹0.24 Cr |
| Uttar Pradesh State Sdl 7.98 14/10/2025 | Unspecified | 1.39% | ₹0.24 Cr |
| Haryana State Sdl 8.21 31/03/2026 | Unspecified | 1.17% | ₹0.20 Cr |
| Haryana State Sdl 8.21 31/03/2026 | Unspecified | 1.18% | ₹0.20 Cr |
| Haryana State Sdl 8.21 31/03/2026 | Unspecified | 1.18% | ₹0.20 Cr |
| Haryana State Sdl 8.21 31/03/2026 | Unspecified | 1.20% | ₹0.20 Cr |
| Haryana State Sdl 8.21 31/03/2026 | Unspecified | 1.20% | ₹0.20 Cr |
| Haryana State Sdl 8.21 31/03/2026 | Unspecified | 1.20% | ₹0.20 Cr |
| Haryana State Sdl 8.21 31/03/2026 | Unspecified | 1.22% | ₹0.20 Cr |
| Haryana State Sdl 8.21 31/03/2026 | Unspecified | 1.24% | ₹0.20 Cr |
| State Development Loan 20990 Kar 06nv25 8.59 Fv Rs 100 | Unspecified | 0.12% | ₹0.02 Cr |
| State Development Loan 20990 Kar 06nv25 8.59 Fv Rs 100 | Unspecified | 0.12% | ₹0.02 Cr |
| State Development Loan 20990 Kar 06nv25 8.59 Fv Rs 100 | Unspecified | 0.12% | ₹0.02 Cr |
| State Development Loan 20990 Kar 06nv25 8.59 Fv Rs 100 | Unspecified | 0.12% | ₹0.02 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Short Term Income Fund Direct-growth |
₹30.33 | 7.49% | 10.56% | - |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹14.74 | 7.49% | 10.56% | - |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹13.98 | 7.49% | 10.56% | - |
| Bank Of India Short Term Income Fund Regular-growth |
₹27.77 | 6.91% | 10.06% | - |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹14.25 | 6.91% | 10.06% | - |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹14.04 | 6.91% | 10.06% | - |
| Sundaram Short Duration Fund Direct-growth |
₹50.10 | 7.47% | 7.87% | - |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹13.21 | 7.47% | 7.87% | - |
| UTI Short Duration Direct-flexi Idcw |
₹19.45 | 7.45% | 7.51% | - |
| UTI Short Duration Direct-growth |
₹35.22 | 7.45% | 7.51% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw
What is the current AUM of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw?
As of Tue Mar 31, 2026, Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw manages assets worth ₹14.0 crore
How has Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw performed recently?
- 3 Months: 0.50%
- 6 Months: 0.82%
What is the long-term performance of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw?
- 3 Years CAGR: 4.80%
- 5 Years CAGR: 3.96%
- Since Inception: 4.22%
What is the portfolio composition of Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw?
Debt: 94.48%, Others: 5.52%.
Who manages Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw?
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw is managed by Harshil Suvarnkar from Aditya Birla Sun Life Mutual Fund.
When was the last dividend declared by Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw?
Latest dividend was declared on 19 Sep 2025 at 6.87% of face value.
Which are the top companies Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw has invested in?
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 43.46% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 43.86% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 43.86% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 44.54% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100 – 44.48% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-idcw focuses on?
- Entities – 697.89% of the fund's portfolio
- Unspecified – 145.14% of the fund's portfolio
- Financial – 56.97% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
